| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YL Yosef Levy Y.D. More Investments Ltd. | 574 | $215,433.69 | $193,478.18 | -$21,955.51 | -10.19% |
Joseph Castro Nuveen LLC | 2.09M | $647.98M | $692.43M | $44.45M | 6.86% |
James D. King Lindenwold Advisors Inc. | 6,165 | $1.14M | $2.1M | $952,535.17 | 83.29% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,242 | $702,032.51 | $762,324.82 | $60,292.31 | 8.59% |
Richard Slavik Newbridge Financial Services Group Inc. | 5,416 | $1.5M | $1.76M | $254,281.25 | 16.9% |
| BO Brian Oliveira Clear Street Group Inc. | 1,026 | $385,078 | $331,531.38 | -$53,546.62 | -13.91% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 24 | $6,357.7 | $8,160.48 | $1,802.78 | 28.36% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,956 | $595,680.92 | $635,347.94 | $39,667.02 | 6.66% |
Kimberly Cappellano Private Wealth Asset Management LLC | 163 | $43,270.71 | $54,101.33 | $10,830.62 | 25.03% |
Sima Elimelech Activest Wealth Management | 22 | $8,257.04 | $7,480.44 | -$776.6 | -9.41% |
Christina Forster Pazienza Guardian Partners Inc. | 2,700 | $1.01M | $918,053.97 | -$95,310.03 | -9.41% |
| EW Enzi Wealth Enzi Wealth | 9,925 | $1.62M | $3.37M | $1.75M | 107.93% |
Brian Baylis Bell Investment Advisors Inc. | 273 | $46,489.15 | $92,612.52 | $46,123.37 | 99.21% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 65,442 | $20.44M | $22.25M | $1.81M | 8.87% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 452,846 | $119.84M | $146.33M | $26.49M | 22.1% |
| JB John Brim Smith Group Asset Management LLC | 109,063 | $18.47M | $37.08M | $18.61M | 100.79% |
Bobby Adusumilli SJS Investment Consulting Inc. | 30 | $8,489.2 | $10,200.6 | $1,711.4 | 20.16% |
Kea Molnar Cromwell Holdings LLC | 832 | $258,403.29 | $282,896.63 | $24,493.34 | 9.48% |
| MR Michael Ryan Whelan Financial | 743 | $259,151.43 | $252,634.85 | -$6,516.58 | -2.51% |
Lindsay Voak Greenland Capital Management LP | 2,625 | $820,522.49 | $848,216.25 | $27,693.76 | 3.38% |